Coastal Bridge Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Coastal Bridge Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584K	Hold	8,043	–	–	0.04%	300
2026 Q1	$563K	Sell	8,043 -69	-0.9%	-$4.96K	0.04%	296
2025 Q4	$543K	Hold	8,112	–	–	0.04%	301
2025 Q3	$555K	Hold	8,112	–	–	0.04%	282
2025 Q2	$572K	Hold	8,112	–	–	0.05%	276
2025 Q1	$581K	Buy	8,112 +69	+0.9%	+$4.68K	0.05%	267
2024 Q4	$528K	Hold	8,043	–	–	0.13%	95
2024 Q3	$568K	Hold	8,043	–	–	0.14%	90
2024 Q2	$529K	Sell	8,043 -1,218	-13%	-$80.9K	0.13%	94
2024 Q1	$626K	Hold	9,261	–	–	0.14%	87
2023 Q4	$592K	Hold	9,261	–	–	0.15%	84
2023 Q3	$576K	Hold	9,261	–	–	0.15%	85
2023 Q2	$618K	Hold	9,261	–	–	0.15%	82
2023 Q1	$615K	Hold	9,261	–	–	0.16%	78
2022 Q4	$626K	Sell	9,261 -477	-5%	-$31.4K	0.18%	74
2022 Q3	$584K	Hold	9,738	–	–	0.16%	78
2022 Q2	$633K	Hold	9,738	–	–	0.19%	74
2022 Q1	$650K	Hold	9,738	–	–	0.15%	76
2021 Q4	$650K	Hold	9,738	–	–	0.14%	91
2021 Q3	$583K	Hold	9,738	–	–	0.13%	78
2021 Q2	$597K	Hold	9,738	–	–	0.12%	79
2021 Q1	$575K	Hold	9,738	–	–	0.11%	76
2020 Q4	$563K	Hold	9,738	–	–	0.11%	72
2020 Q3	$485K	Hold	9,738	–	–	0.15%	72
2020 Q2	$414K	Hold	9,738	–	–	0.13%	80
2020 Q1	$351K	Sell	9,738 -759	-7%	-$32.2K	0.13%	84
2019 Q4	$466K	Hold	10,497	–	–	0.12%	80
2019 Q3	$443K	Sell	10,497 -483	-4%	-$20K	0.15%	85
2019 Q2	$445K	Hold	10,980	–	–	0.13%	82
2019 Q1	$437K	Hold	10,980	–	–	0.15%	79
2018 Q4	$390K	Hold	10,980	–	–	0.15%	81
2018 Q3	$435K	Hold	10,980	–	–	0.17%	77
2018 Q2	$433K	Hold	10,980	–	–	0.17%	75
2018 Q1	$435K	Hold	10,980	–	–	0.16%	75
2017 Q4	$463K	Hold	10,980	–	–	0.15%	72
2017 Q3	$442K	Buy	+10,980	New	+$445K	0.14%	70

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Coastal Bridge Advisors's IYK Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 8,043 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #300.

Coastal Bridge Advisors first reported a position in IYK in Q3 2017 and has held it in 36 quarters since. The position peaked at $650K in Q1 2022. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Coastal Bridge Advisors held 8,043 shares of iShares US Consumer Staples ETF worth $584K as of Q2 2026.
Coastal Bridge Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #300 holding.
Coastal Bridge Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2017 and has held it in 36 quarters since.
Coastal Bridge Advisors's iShares US Consumer Staples ETF position peaked at $650K in Q1 2022.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.